10/31/2025
Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.
10/31/2025
Based in Virginia Beach, Virginia, Edwards arrives from UBS Financial Services where he managed over $280 million in client assets.
10/30/2025
Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico
10/30/2025
Lévesque will also maintain oversight of technology and operations strategy for personal and commercial banking in her new role.
10/30/2025
Peters was appointed in December 2023 to succeed Andrew Clifford, who stepped down as CEO after five years.
10/29/2025
Williams, who has about 30 years of experience in technology investment banking, has been with BofA for about two decades, with his previous experiences including vice chairman at UBS.
10/29/2025
Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026
10/29/2025
Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.
10/29/2025
Schiffman's appointment as CPO follows the addition of Amol Naik as COO in May and last month's hire of global sales head Melanie Carucci.
10/29/2025
Strategic additions bring proven cybersecurity leadership and go-to-market expertise as company scales digital privacy solutions
10/29/2025
Gordon Nixon to Join Board of Directors as Independent Chairman of the Board; Gary Shedlin to Join Board as Audit Committee Chair; Céline Dufétel to Join Board as Independent Director
10/28/2025
He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.
10/27/2025
Alex Farman-Farmaian will lead Compound into its next phase of growth, as his co-CEO Christian Haigh transitions to executive chairman and president.
10/27/2025
Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.
10/24/2025
He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.
10/24/2025
He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
10/24/2025
In this new role, Curtis will lead the investment platform serving Thryve’s wealth management business.
10/23/2025
Moore, who has served as interim CEO of the Financial Planning Association since February, succeeds Patrick Mahoney, who died earlier this year after a battle with cancer.
10/23/2025
He currently serves as Principal of Robbins Gupta Holdings, the exclusive family office for Tony Robbins and the Gupta family.
10/23/2025
John is also the founder and managing partner of Polymer Growth Partners, a consultancy specialising in wealth management technology.